# MONECO Mobile

> MONECO Mobile (iPhone/iPad app by Rocco & Associates Wealth Management, Inc..)

- Source: https://appshunter.io/ios/app/moneco-mobile/id1259452840 (this page in markdown: same URL + `.md`)
- Developer: [Rocco & Associates Wealth Management, Inc.](https://appshunter.io/developer/1259452839)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2017-07-16
- Data updated: 2026-05-18
- User reviews in markdown: https://appshunter.io/ios/app/moneco-mobile/id1259452840/reviews.md

## What is MONECO Mobile?

The MONECO Advisors mobile app brings the ultimate client experience to your mobile devices. Download today to have access to your account information, investment performance, financial plan, and relevant market insights. The app also lets you schedule an appointment with your financial advisor with ease. Keep your financial plan on track with 24/7 access to key information from any device!


## Version history (last 5 releases)

### 5.22.1 — 2026-02-06

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.20.6 — 2026-01-21

- iOS permission message enhancement

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.13.2 — 2024-07-01

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-18.*